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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,081 | $36,948-78.1% | $73,658-89.0% | $87,485-90.8% |
| Participation rate | 92.0% | 46.8%+45.2pp | 57.0%+35.0pp | 68.9%+23.1pp |
| Annual return | 2.91% | 28.64%-25.7pp | 29.72%-26.8pp | 26.06%-23.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $309 | $1,379-77.6% | $2,062-85.0% | $4,274-92.8% |
| Admin fee / account holder | $828 | $2,531-67.3% | $3,357-75.3% | $7,775-89.4% |